Create a query

You have three options for queries: candidate queries, which are visible only to sponsor users; assigned queries, which you can assign to specific user roles from both site and sponsor, and site queries, which are visible to and assigned only to site users. This procedure also applies to rollover studies.

Tip:

  • To view the history of queries on a question, select the question, and expand Answer & Visit History on the right.
  • Numeric ordering tags are dynamically assigned to queries and display for each query-related action in the Answer & Visit History sidebar.

    Note:

    The numeric ordering tags are dependent on which queries a user can view; the same query may display a different number to different users if they have different permissions.
  • To see all queries, return to the Subjects page, and expand Queries on the right.

Want to see how to perform this task? Watch the video below.

  1. On the Home page, determine where to work. For more information, see Access your study in a specific mode.
  2. Along the top, make sure Subjects is selected.
  3. From the Site drop-down, select a site.
  4. Locate a subject in the table, and click a visit in the Previous Visits column.
  5. Review the data entered for the visit by scrolling down the forms.
  6. Point to a question, and click the gray question mark (gray question mark) that appears to the right of the answer. You can create a query for any type of question: text, number, date/time, drop-down, age, rollover, coding, and question groups.

    Note:

    You cannot raise queries against virtual (not yet started) repeating forms.

    Can't see the gray question mark?

    A red background appears behind the question, and query details appear below the question.

  7. On the left, enter the query text.
  8. On the right, below Type, choose the type of query to create:
    • Site Query: Assign the query to the site.
    • Assigned Query: Assign the query to a specific user role.

      Note:

      The query will be visible to all users with that given role that have the permission to view this new type of query, but only the users with the permission to answer a query will be able to also update the query.
    • Candidate Query: Create a query that is only visible to sponsor users. Use this query when you want to review a query internally before assigning it to the site.

      Tip:

      After completing the review, you can either delete it or change the query to an open query, so that it will be assigned to the site.
  9. If you chose Assigned Query, click the field below Roles and from the drop-down list select the user roles that should get notified about the query.

    Note:

    The Roles drop-down list contains only the study roles that have been created in the study. The template study roles are not included in the list.
  10. Click Save.
  11. In the lower-right corner of the form, click either Save (to keep the visit open) or Save & Close (to return to all subjects).
    The query is created.

Related Topics

Parent topic: Create and manage queries